DZ Advisory Services brings AI-native financial diligence to SMB acquisitions — quality of earnings, bookkeeping cleanup, and CFO-level advisory for buyers who need the numbers to be right.
DZ Advisory Services was built for acquisition entrepreneurs, search fund operators, and PE-backed buyers who need airtight financials before — and after — close.
Our team brings deep backgrounds in CPA-led M&A advisory and SMB operations, paired with an in-house technology team that builds the AI infrastructure powering every engagement — so we see deeper than any traditional firm.
Whether you're pre-LOI or 90 days post-close untangling messy books, we run the financial playbook so you can focus on running the business.
Traditional QoE firms review whatever books the seller hands over. We don't. Plug in the raw data feeds and our AI engine reconstructs the entire financial picture from the ground up — independent of the seller's ledger, before a CPA even logs in.
Four steps from kick-off to confident close — with AI doing the heavy lifting throughout.
SMB acquisitions fail because buyers don't know what they don't know. We break diligence into five disciplined components.
Tell us about your deal. We'll review your inquiry and get back to you with next steps.